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Gilbert L. Carey, Esq. CPA

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Tax Attorney
  • Tax Law, Business Law, Estate Planning
  • Georgia, Massachusetts, New York, Virginia
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Client Reviews
Mary S. December 3, 2023
Best IRS Tax Attorney- very knowledgeable and accurate Mr. Carey helped me with a complicated tax issue, he was able to attain a favorable outcome which is what I was hoping for. He invested time to get a detailed understanding of the situation, was timely with his correspondence with me. If you need someone that will address your tax issue once and for all I would recommend you connect with him.
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Biography

Gilbert Carey is an attorney and certified public accountant with Wolcott Rivers Gates. He practices in the areas of Taxation, Tax Resolution and Controversy and Estate Planning, solving tax, business, and legal challenges for individuals, privately held businesses and their owners. He has an Avvo rating of 10 (Superb) and has been recognized as a Top Lawyer of Coastal Virginia by Coastal Virginia Magazine.

Mr. Carey regularly advises clients on tax matters and represents clients in tax disputes with the IRS, state tax agencies and in U.S. Tax Court. He provides income tax planning and compliance advice to individuals, trusts, estates and business owners. He also works with business owners to develop business succession strategies as part of a comprehensive estate and wealth preservation plan.

Mr. Carey is a graduate of Northeastern University and Albany Law School. He is licensed to practice in Virginia, Georgia, Massachusetts, and New York, before the U.S. Tax Court and the U. S. District Courts for the Eastern and Western Districts of Virginia.

Before joining Wolcott Rivers Gates, Mr. Carey practiced law with prominent law firms in New York and Atlanta where he worked on estate planning and estate administration, tax litigation matters, and represented taxpayers in tax disputes with the IRS.

Prior to this, he served as general counsel to private manufacturing companies and was a tax consultant at PricewaterhouseCoopers in Boston where he advised privately held businesses on a wide array of tax matters. Immediately following law school, Mr. Carey was a personal law clerk to Hon. Lawrence E. Kahn, U.S. District Judge for the Northern District of New York.

In addition to his professional practice, Mr. Carey teaches and lectures on accounting, business, tax, and estate planning. He served as an Adjunct Professor of Law at Albany Law School in Albany, NY and at the U.S. Army Judge Advocate General’s Legal Center and School in Charlottesville, VA.

Practice Areas
    Tax Law
    Business Taxes, Estate Tax Planning, Income Taxes, Tax Appeals, Tax Audits, Tax Planning
    Business Law
    Business Contracts, Business Formation, Partnership & Shareholder Disputes
    Estate Planning
    Guardianship & Conservatorship Estate Administration, Trusts, Wills
Video Conferencing
  • Zoom
Fees
  • Credit Cards Accepted
  • Rates, Retainers and Additional Information
    Initial consultation fee waived if retained.
Jurisdictions Admitted to Practice
Georgia
State Bar of Georgia
ID Number: 835152
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Massachusetts
Massachusetts Board of Bar Overseers
ID Number: 651581
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New York
New York State Office of Court Administration
ID Number: 4025839
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Virginia
Virginia State Bar
ID Number: 97858
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United States Tax Court
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Languages
  • English: Spoken, Written
Professional Experience
Counsel
Wolcott Rivers Gates
- Current
Counsel
Asbury Law Firm
-
Counsel
Fusco & Carey, PLLC
-
Adjunct Professor of Law
Judge Advocate General's Legal Center and School
-
Adjunct Professor of Law
Albany Law School
-
Tax Consultant
PriceWaterhouseCoopers
-
Law Clerk
U.S. District Court, Northern District of New York
-
Education
U.S. Army Command and General Staff College
Military Art and Science
-
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Albany Law School
J.D. (2001) | Business Law
Albany Law School Logo
Northeastern University
B.S. (1993) | Dual Major: Accounting & Finance
Northeastern University Logo
Awards
Coastal Virginia Top Lawyers 2023 (Tax Law)
Coastal Virginia
Bronze Star
United States Army
Bronze Star Medal for service in Iraq
Global War on Terrorism Service Medal
United States Army
Meritorious Unit Commendation (Unit Award)
United States Army
Iraqi Campaign Medal (Two Campaign Stars)
United States Army
Professional Associations
American Bar Association
Member, Tax Section
Current
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Virginia Bar
Trusts and Estates Section Board of Governors
Current
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Hampton Roads Estate Planning Council
Member
Current
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Virginia Society Of CPAs
Member, Editorial Task Force
- Current
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Georgia State Bar Association
Member
- Current
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American Institute of Certitified Public Accountants
Member, Tax Section
- Current
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Virginia State Bar
Board of Governors, Trusts and Estates Section
-
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Publications
Articles & Publications
Accounting for Lawyers: Understanding Financial Statements
Virginia Law Foundation, Virginia CLE
Charitable and Tax Planning with Charitable Lead Trusts
Tax Effective Charitable Giving: Charitable Gifting with Retirement Accounts
Tax Issues for the Elderly and Disabled, chapter contributor: Tax Issues for the Elderly and Disabled
Business Law Updates: Use of Force Majeure Clauses During the Pandemic
Georgia Society of Certified Public Accountants
Speaking Engagements
Accounting for Lawyers: Understanding Financial Statements, Virginia Law Foundation, Virginia Beach, VA
Virginia Law Foundation
A six-hour continuing education course composed of three two-hour sessions, Part I, Introduction to the Financial Statements; Part II, Financial Statement Analysis; Part III, Financial Statement Manipulation.
Business Law Update, Georgia Society of CPAs Southeastern Accounting Show, Virtual
Georgia Society of CPAs
VITA Individual Tax Law, American Bar Association, Robins Air Force Base
Federal Individual Income Tax Law Course, The Judge Advocate General's Legal Center and School, Charlottesville, VA
The Judge Advocate General's Legal Center and School
Forty hour short course covering all aspects of federal individual income tax law.
Budgeting and Accounting, Albany, NY
BOMI International
Federal Individual Income Tax Law Course, The Judge Advocate General's Legal Center and School, Charlottesville, VA
The Judge Advocate General's Legal Center and School
Forty-hour short course covering all aspects of federal individual income tax law.
Federal Individual Income Tax Law Course, The Judge Advocate General's Legal Center and School, Charlottesville, VA
The Judge Advocate General's Legal Center and School
Forty-hour short course covering all aspects of federal individual income tax law.
Circular 230 Update, Annual Conference on State Taxation, Albany NY
The Business Council of New York State
Annual Conference on State Taxation, Annual Conference on State Taxation, Albany, NY
The Business Council of New York State
Tax Aspects of Real Property Transactions, New York State Bar Association, Latham, NY
Certifications
Certified Public Accountant
Massachusetts
Certified Public Accountant
Virginia
Certified Tax Representation Consultant
Tax Rep Network
Websites & Blogs
Website
Gilbert L. Carey, Jr. Firm Bio Page
Website
Wolcott Rivers Gates
Contact & Map
Wolcott Rivers Gates, Attorneys at Law
200 Bendix Road
Suite 300
Virginia Beach, VA 23452
Telephone: (757) 554-0231
Monday: 8:30 AM - 6 PM
Tuesday: 8:30 AM - 6 PM (Today)
Wednesday: 8:30 AM - 6 PM
Thursday: 8:30 AM - 6 PM
Friday: 8:30 AM - 6 PM
Saturday: Closed
Sunday: Closed
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